General Motors Holdings LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 1, 2024), General Motors Holdings LLC reported 5 stock positions worth $130.7 million. Its top holding was Lithium Americas at 37.4% of the portfolio, followed by Lithium Americas (LAC, 31.0%) and Ses AI (SES, 16.2%). Its holdings were unchanged from Q2 2024.

Most Recent 13F
Q2 2026
Location
Detroit, MI
CIK
0001497345
Portfolio Value
$130.7M (Q3 2024)
SEC Filing
0000950123-24-010235 ↗ filed Nov 1, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $266.4M Q1 2024 Q2 2024: $153.9M Q2 2024 Q3 2024: $130.7M $130.7M Q3 2024 Q4 2024: $147.5M Q4 2024 Q1 2025: $93.4M Q1 2025 Q2 2025: $93.4M Q2 2025 Q3 2025: $177.4M Q3 2025 Q4 2025: $185.9M Q4 2025 Q1 2026: $90.5M Q1 2026 Q2 2026: $79.8M Q2 2026

Holdings 5 stocks · $130.7M

LITHIUM AMERICAS CORP 37.41% 15,002,245 $48.9M No change
LAC Lithium Americas Corp. 30.98% 15,002,243 $40.5M No change
SES Ses AI Corp. 16.18% 33,056,337 $21.2M No change
NMG Nouveau Monde Graphite Inc. 15.01% 12,500,000 $19.6M No change
LIDR Aeye Inc. 0.41% 468,805 $534K No change

Portfolio Sells Q2 2024 → Q3 2024

None this quarter.

Portfolio Buys Q2 2024 → Q3 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$79.8MLAC, NMG, SES, BLNK
Q1 2026 4$90.5MLAC, NMG, SES, BLNK
Q4 2025 5$185.9MLITHIUM AMERICAS CORP, LAC, NMG, SES, BLNK
Q3 2025 5$177.4MLAC, LITHIUM AMERICAS CORP, NMG, SES, BLNK
Q2 2025 5$93.4MLAC, LITHIUM AMERICAS CORP, NMG, SES, LIDR
Q1 2025 5$93.4MLAC, LITHIUM AMERICAS CORP, NMG, SES, LIDR
Q4 2024 5$147.5MLAC, SES, LITHIUM AMERICAS CORP, NMG, LIDR
Q3 2024 5$130.7MLITHIUM AMERICAS CORP, LAC, SES, NMG, LIDR
Q2 2024 5$153.9MLITHIUM AMERICAS CORP, SES, LAC, NMG, LIDR
Q1 2024 5$266.4MLAC, LITHIUM AMERICAS CORP, SES, NMG, LIDR